WhatsApp chats, voice notes, calls and site visits become clean CRM notes, tasks and reports. No more typing it all up at 9pm.
In development. Looking for 20 early users to shape it.
"Just left Whitstable. Kerry's not trained yet and they're doing prep by hand again, 280 covers Saturday. Booked training Thursday 2pm. Allergen labels missing on the new dishes, EHO due this month…"
Prep sheets aren't pulling the autumn menu ahead of a 280-cover Saturday. Allergen labels missing with an EHO visit due.
In hospitality the real work happens on WhatsApp, on the phone and on site. The CRM only sees what you have time to type up, which is almost nothing.
"What did we promise them last month?"
It's in a voice note somewhere. Or a chef's WhatsApp. Or your head.
"Why did nobody follow up?"
Tasks agreed on a call are forgotten by the next site visit.
"Can you send me a report by Friday?"
So you spend your evening rebuilding a month of conversations.
Keep using WhatsApp, calls and email. Send a quick voice memo after a visit. That's it.
Fieldnote writes the summary, tasks and who said what. You check it in seconds before it's filed.
Tasks close themselves when a later chat shows they're done. An 8am WhatsApp tells you what's due.
Notes and tasks land in your CRM, starting with HubSpot. QBRs and client reports write themselves.
Ten years on the operator side of hospitality, then customer success in hospitality software. Fieldnote fixes the admin I lived with every week.
When a new customer goes live, the account moves from onboarding to customer success. That's where promises get lost. Fieldnote builds the handover from every conversation since the sale, so the next person starts with the full story.
Early users get it free while it's being built, and a direct line to me to shape what comes next. A 20-minute chat about how you log customer work today is the only ask.
Five quick questions: your name, work email, role, company and how many accounts you look after. I'll be in touch within a few days.
Join the waitlist ↗Opens a short form. Your details are only used to contact you about Fieldnote.
No. It works with a WhatsApp Business number you connect, or with chats and voice notes you forward to it. Nothing is read without you choosing to send it.
HubSpot first. Salesforce and Attio are next. Without a CRM, Fieldnote keeps the account history itself.
Calls through a cloud phone system can be captured automatically. For mobile calls, a 20-second voice memo straight after does the job.
Not yet. There's a working demo, and I'm looking for early users to test it on real accounts.